The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARCH COAL INC | CL A | 039380407 | 1,758,540 | 23,700 | SH | SOLE | 0 | 1,758,540 | 0 | 0 | |
| BRIGHAM MINERALS INC | CL A COM | 10918L103 | 2,268,659 | 114,003 | SH | DFND | 1 | 0 | 2,268,659 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 2,635,500 | 150,000 | SH | DFND | 1 | 0 | 2,635,500 | 0 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 541,500 | 75,000 | SH | SOLE | 0 | 541,500 | 0 | 0 | |
| CONOCOPHILLIPS | COM | 20825C104 | 5,982,900 | 105,000 | SH | DFND | 1 | 0 | 5,982,900 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 1,143,974 | 59,800 | SH | SOLE | 0 | 1,143,974 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 6,103,989 | 67,890 | SH | DFND | 1 | 0 | 6,103,989 | 0 | |
| EOG RES INC | COM | 26875P101 | 1,632,840 | 22,000 | SH | DFND | 1 | 0 | 1,632,840 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 3,429,600 | 120,000 | SH | DFND | 1 | 0 | 3,429,600 | 0 | |
| GRAFTECH INTL LTD | COM | 384313508 | 845,043 | 66,019 | SH | SOLE | 0 | 845,043 | 0 | 0 | |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 436,537 | 3,051 | SH | SOLE | 0 | 436,537 | 0 | 0 | |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 516,046 | 5,920 | SH | SOLE | 0 | 516,046 | 0 | 0 | |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 2,655,031 | 239,192 | SH | DFND | 1 | 0 | 2,655,031 | 0 | |
| RATTLER MIDSTREAM LP | COM UNITS | 75419T103 | 267,300 | 15,000 | SH | DFND | 1 | 0 | 267,300 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 5,232,600 | 969,000 | SH | SOLE | 0 | 5,232,600 | 0 | 0 | |
| SPARTAN ENERGY ACQUISITON CO | UNIT 99/99/9999 | 846784114 | 25,000,000 | 2,500,000 | SH | DFND | 1 | 0 | 25,000,000 | 0 | |
| SPRAGUE RES LP | COM UNIT REP LTD | 849343108 | 1,713,041 | 96,782 | SH | SOLE | 0 | 1,713,041 | 0 | 0 | |
| SWITCHBACK ENERGY ACQUISITIO | UNIT 99/99/9999 | 87105M201 | 5,000,000 | 500,000 | SH | DFND | 1 | 0 | 5,000,000 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 644,160 | 33,000 | SH | SOLE | 0 | 644,160 | 0 | 0 | |
| STAR BULK CARRIERS CORP | SHS PAR | Y8162K204 | 850,985 | 84,507 | SH | SOLE | 0 | 850,985 | 0 | 0 | |